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. that is greater than all android phones combined in the united states. with that kind of intent to buy it, we will see a large market. david: they're going to be selling $99. of course that is the older version. the cheaper price also comes with less connections in the iphone 5 does. there'does the 1.2 gigabytes peh compared to those with slower connection. >> apple is covering all the price points. that is a keeping time to address a large body of consumers. you will have the iphone for which is a great phone given away for free on contract. i think they're doing a great job of going up against the competition and frankly at this point over 50% of americans already have smart phones, so getting into mainstream, mom and pop buying smart phones and it has to be really easy to use and apple has set the gold standard. david: what about the corporate market, lot of corporations going for the blackberry. is this going to tap into that market? >> the iphone has been adopted by companies a lot of the fortune 500 are already using iphones. that sai set in a couple of weee will have blackberry jam whe
in the united states, and we think larger caps are the place to be. liz: where in the larger cap space? are there particular sectors you like? particular names? >> well, within the large cap, we believe in a broader based investment strategy, well diversified. a couple of sectors we like is health care and the other is real estate despite huge runups with home builders. we think that recovery is just at its infancy, and really won't peak out for another four or five years in the real estate market. a couple sectors we think have real legs to grow much higher. david: david, back to you. we have a credit crunch going on. the fed, both the fed and politicians, try to make sure we don't have the same kind of bubble in housing we did before. large companies can get around this in a way small companies can't going directly into the markets themselves. for that reason, would you prefer a large cap company over a small cap company right now? >> yes, absolutely. for the reasons you cite. number one, they do have access to credit. number two, they do have strong balance sheets, clean, and a lot
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